Morgan Stanley
47yrs
Top advisor by experience in Short Hills
21yrs
Mark E Lebida
Financial advisor at Wells Fargo Advisors
Based in Short Hills, New Jersey, Mark E Lebida is a fiduciary financial advisor with 21 years of industry experience. Mark has been with Wells Fargo Advisors since 2025; before that, Mark spent four years at Journey Strategic Wealth and four years at Avestar Capital. Mark holds the CFA designation.
One of 318 advisors with offices in Short Hills, and one of 301 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors nationwide
Office51 John F Kennedy Parkway 5th Floor Office Center At Short Hills, Short Hills, NJ 07078
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2021 – 2025Journey Strategic Wealth LLCPreviously
- 2017 – 2021Avestar Capital, LLCPreviously
- 2013 – 2016
- 2008 – 2012Charles Schwab & CO., Inc.Previously
- 2005 – 2008Ameriprise Financial Services, LLCPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Wells Fargo Advisors at 314-875-3000 and ask for Mark E Lebida. Mark works from the Short Hills, NJ office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2005, about 21 years. More experience than 64% of advisors nationwide.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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